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How to Generate a Tax Sales Report in C-Store Essentials
How to Generate a Tax Sales Report in C-Store Essentials

This article outlines the process of generating a Tax Sales Report in CStore Essentials

Updated over 3 weeks ago

You can manually generate the Tax Sales Report or you can find it by generating the Daily Summary or Grocery Sales Report

Step-by-Step Process

  1. Go to C-Store Essentials Web Account

    • You can access C-Store Essentials by clicking here or going to https://secure.cstorepro.com

      • Click the “Forgot Password” button if you need help resetting your password

  2. Navigate to the Tax Sales screen

    • On the left side of the screen, click Report Center

    • Next, click on Item Sales

    • Then click on Tax Sales Report

  3. Set Report Parameters

    • Set the required Report Date to define the date range you want to review

    • Click Run Report to generate the Tax Sales Report

Alternate Methods to Find Total Sales Tax by Date

  1. Using the Daily Summary Report

    • On the left side of the screen, click Day Closing

    • Next, click on Reports

    • Then click on Daily Summary

    • Set the required Report Date and select Sales Summary as the report type

    • Click Run Report to generate the summary

  2. Using the Grocery Sales Report

    • On the left side of the screen, click Grocery

    • Next, click on Reports

    • Then click on Sales

    • Set the required Report Date

    • Click Run Report to view sales tax totals

Frequently Asked Questions

What is the Tax Sales Report?

  • The Tax Sales Report provides a detailed breakdown of sales tax amounts by tax type for specified date ranges.

Can I generate a report for multiple tax types?

  • Yes, the report displays a breakdown of all configured tax types for the selected dates.

How do I download the report in Excel format?

  • After generating the report, use the Excel option in the top-right corner of the screen to save the data.

What should I do if the Excel download option is not visible?

  • Ensure that your browser allows Flash, as some download features may require it. Refer to browser settings for enabling Flash.

Are there alternative methods to find total sales tax?

  • Yes, you can use the Daily Summary Report or Grocery Sales Report for total sales tax calculations.

How do I verify the accuracy of sales tax data?

  • Ensure that tax settings in your CSE account are correctly configured for all items and departments.

Can I filter reports by specific tax types?

  • No, the Tax Sales Report includes all active tax types.

  • Filtering can be done externally in Excel after exporting the report.

Is there a way to compare tax data across multiple time periods?

  • Use the Sales Comparison Report to compare sales and taxes for different date ranges.

What if I don’t see the Tax Sales Report option?

  • Confirm that you have the required user permissions.

  • If the issue persists, contact PDI Customer Support for assistance.

Can I use these reports for tax filing purposes?

  • Yes, the Tax Sales Report is often used to reconcile tax amounts for filing, but consult your tax advisor to ensure compliance.

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